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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,008 | $97,732+1.3% | $83,831+18.1% | $135,380-26.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.80% | 1287.56%-1294.4pp | 850.99%-857.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $7,200 | $4,222+70.5% | $3,631+98.3% | $4,779+50.7% |
| Participant deferral / active EE | $11,055 | $4,683+136.1% | $4,082+170.8% | $5,609+97.1% |
| Admin fee / account holder | $27 | $6,675-99.6% | $5,479-99.5% | $10,828-99.7% |